Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (65817)	2/12/2001 3:50:52 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Gene: Doesn't it seem early in the ramp for P4 to be showing up in those channels? PC channel appears to be so weak that the Taiwainese importers are selling Intel motherboards (DE815E and GB850) as well as Tawainese branded motherboards. This would be a real sign of weakness since Intel usually controls supply in their channel well. Someone in the worldwide PC supply chain must be making them a deal they can't refuse (DELL or GTW contract manufacturers overseas for example). Just remember I just one of the nobodies. john